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Stone Summit Capital

Overview:

Strategic Investment Management

Investment portfolios are constructed based on the specific needs and objectives of each client and customized based upon risk tolerance, macroeconomic outlook, and short term market conditions in combination with liquidity needs.

Areas addressed:

   Risk tolerance analysis
   Third party research
   Proprietary investment analysis and strategies
   Diversification and asset allocation
   Customized investment selection
   Client specific portfolio building
   Consistent review and oversight

Comprehensive Financial Planning

Stone Summit Capital reviews, analyzes, and provides recommendations for all applicable areas of a client’s financial life. Utilizing an aggregate financial picture allows for a strategic approach to tax planning and a cohesive investment plan.

Areas addressed:

   Cash flow
   Cash reserve
   Debt structure
   Insurance analysis
   Education funding
   Retirement income
   Goal planning
   Tax strategies
   Estate review

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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